Estate Administration Services
Someone, probably a family member or close friend, has paid you one of the biggest possible compliments and created for you a significant responsibility at the same time. They have entrusted you with carrying out their final wishes. Like most of us, you are honored but also anxious about your ability to get the job done. The task can be overwhelming and it will need to be done at a time when you are emotionally impacted by your loved one’s death. Smigel, Anderson & Sacks, with its attorneys and specially trained estate paralegals, is here to help. We can guide you through the process.
“Among the duties of the personal representative following his appointment and the grant of letters are an examination of the decedent’s papers and a search for the assets and liabilities of the estate”
(Pennsylvania Fiduciary Guide §6.1)
We can help you identify assets:
- Bank Accounts
- Brokerage accounts
- Real Estate
- Household goods
- Business interests
- Safety deposit boxes
- Insurance policies
We can assist in the payment of the decedent’s final bills, liquidating estate property and processing medical and insurance claims.
- Arrange for entry into safe deposit box
- Apply for tax ID number
- Preparation of inventory
Within Three Months of Death:
- Make payment of estimated PA inheritance tax to obtain 5% discount
Within Nine Months:
- File PA inheritance tax return or apply for extensions
- Pay balance of PA inheritance tax to avoid interest charges
- File copy of federal estate tax return
We will prepare and file Pennsylvania inheritance tax, federal estate tax, final income tax and fiduciary income tax returns. Our experienced attorneys can address and resolve disputes between estate beneficiaries. At the end of the administration process, Smigel, Anderson & Sacks will work closely with you to finalize the estate with a Family Settlement Agreement or a Court Accounting.
In the event that the death of the loved one is caused by the negligence of another, Smigel, Anderson & Sacks can provide professional services to obtain monetary damages after investigating and resolving the claims of the estate, the family and their heirs. Typically, these claims come about as the result of automobile accidents, medical malpractice and other negligent acts. These services can be provided on a “no recovery – no fee” basis. The right to pursue such a claim generally rests with the person appointed to administer of the estate, who is the Executor or the Administrator. We welcome the opportunity to serve you in your time of need. Please call for a no obligation appointment to discuss your options.
We can assist you in the following areas:
- Sophisticated techniques to distribute assets
- The best strategies to liquidate residence or vacation home
- Out-of-State property issues
- Tax and estate planning for survivors/successors
- Legal issues that may remain after death: auto accident, asbestos, silicosis, insurance company demands
Choosing the Best Harrisburg Estate Administration Attorney
If you’re in need of an experienced Harrisburg Estate Administration Attorney, Smigel, Anderson, and Sacks is the right law firm for you. Our attorneys handle each case with the highest legal and ethical standards, ensuring that client matters are confidential. Our attorneys and staff are always ready to address your concerns and provide personalized solutions. To schedule an appointment with one of our attorneys, please give us a call (717-234-2401) or use our online contact form. Trust us to be your dedicated Estate Administration Attorney in Harrisburg, PA.